Jim Phelan
Trading-Fixed Income at Clark Capital Management Group, Inc.
Network origin in Jim Phelan first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
Clark Capital Management Group, Inc.
 Clark Capital Management Group, Inc. Investment ManagersFinance Clark Capital Management Group, Inc. (Clark Capital) is an independent, SEC-registered investment advisor headquartered in Philadelphia, Pennsylvania. The firm was founded Harry Clark in 1986. Clark Capital provides institutional-quality investment solutions to individual investors, corporations, foundations, and retirement plans.
21
| Private Company | Investment Managers | 21 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Jim Phelan via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
UBS Financial Services, Inc.
 UBS Financial Services, Inc. Investment ManagersFinance UBS Financial Services, Inc. is a registered investment advisor and wealth management firm headquartered in Weehawken, New Jersey. The firm is a wholly-owned subsidiary of UBS Americas Inc., ultimately held by UBS Group AG (SWX: UBSG; NYSE: UBS) in Switzerland. Founded in 1969, UBS Financial Services provides investment advisory services to individuals, banks, thrift institutions, mutual funds and other investment companies, pension and employee benefit plans, trusts, estates, charities, corporations and other business and government entities. | Investment Managers | Corporate Officer/Principal | |
Voya Investment Management Co. LLC
 Voya Investment Management Co. LLC Investment ManagersFinance Voya Investment Management Co. LLC (Voya IM) is a SEC-registered investment advisor and mutual fund manager headquartered in New York City. Formerly known as ING Investment Management Co. LLC, the firm was founded in 1972 under the name of Aetna Capital Management, Inc. They are a wholly-owned subsidiary of Voya Investment Management LLC, ultimately held by Voya Financial, Inc. (NYSE: VOYA). Voya IM provides investment management services to a wide range of clients and investment vehicles. | Investment Managers | Analyst-Equity | |
| JPMORGAN CHASE & CO. | Major Banks | Corporate Officer/Principal | |
ProShare Advisors LLC
 ProShare Advisors LLC Investment ManagersFinance ProShare Advisors LLC (PSA) is an independent, SEC-registered investment advisor and ETF fund manager headquartered in Bethesda, Maryland. The firm was founded in 2006 by Michael Sapir and Louis Mayberg. PSA provides investment advisory and management services to the ProShares Trust, an open-end series management investment company. The firm also regularly develops customized solutions such as portfolio diversification strategies, risk management solutions, tactical portfolio alignment, exposure adjustments and liquidity management. Their clients include hedge funds, asset managers, consultants, pensions, foundations and endowments and insurance companies. | Investment Managers | Corporate Officer/Principal | |
| Thunderbird School of Global Management | College/University | Masters Business Admin | |
Harvard University
 Harvard University Other Consumer ServicesConsumer Services Harvard University engages in the provision of teaching and research. It has twelve degree-granting Schools in addition to the Radcliffe Institute for Advanced Study, offering a global education. The university was founded in 1636 and is headquartered in Cambridge, MA. | College/University | Undergraduate Degree Undergraduate Degree | |
| University of Pennsylvania | College/University | Undergraduate Degree | |
| University of Delaware | College/University | Graduate Degree Undergraduate Degree Undergraduate Degree | |
| Lehigh University | College/University | Undergraduate Degree Undergraduate Degree | |
| The Pennsylvania State University | College/University | Undergraduate Degree Undergraduate Degree | |
| Millersville University | College/University | Graduate Degree | |
| Columbia Business School | College/University | Masters Business Admin | |
| Wentworth Institute of Technology | College/University | Undergraduate Degree | |
| Drexel University | College/University | Undergraduate Degree | |
Goldman Sachs & Co. LLC
 Goldman Sachs & Co. LLC Investment Banks/BrokersFinance Goldman Sachs & Co. LLC (GS&Co.) is a securities brokerage firm headquartered in New York City. Founded in 1927, the firm is a subsidiary of The Goldman Sachs Group, Inc. (NYSE: GS). GS&Co. provides services to help hedge funds manage risk, monitor portfolios, maintain liquidity and build their businesses. They offer clients access to global equity and derivatives markets, as well as foreign exchange, commodities, European Lefts, rates and credit across the Americas, Europe and Asia. The firm proactively monitors capital markets, searching for pockets of liquidity and news that may require changes to those strategies. Integration with the Goldman Sachs network gives clients access to the firm's sectored block trades and their insights into price discovery. Their electronic trading program provides clients with tools to manage their trades from pre-trade analytics to post-trade analysis. | Investment Banks/Brokers | Corporate Officer/Principal | |
Money Management Institute
 Money Management Institute Investment ManagersFinance Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY. | Investment Managers | Director/Board Member | |
| Washington & Lee University | College/University | Undergraduate Degree | |
| Bradley University | College/University | Graduate Degree | |
| Albright College | College/University | Undergraduate Degree | |
| Villanova University | College/University | Graduate Degree | |
| Franklin & Marshall College | College/University | Undergraduate Degree | |
| Ohio Wesleyan University | College/University | Undergraduate Degree | |
| New England College | College/University | Undergraduate Degree | |
| St. Joseph's University | College/University | Undergraduate Degree | |
| The Wharton School of the University of Pennsylvania | College/University | Undergraduate Degree | |
| Dickinson College | College/University | Undergraduate Degree | |
Susquehanna International Group LLP
 Susquehanna International Group LLP Investment ManagersFinance Susquehanna International Group LLP engages in the provision of investment and other financial services. It offers institutional brokerage, trading, research, and market making services for equities. The company was founded by Lon Taylor and Gordon Apple in 1987 and is headquartered in Bala Cynwyd, PA. | Investment Managers | Corporate Officer/Principal | |
| Fox School of Business | College/University | Masters Business Admin |
Statistics
International
| United States | 46 |
Sectoral
| Finance | 22 |
| Consumer Services | 22 |
| Distribution Services | 2 |
Operational
| Undergraduate Degree | 22 |
| Corporate Officer/Principal | 19 |
| Portfolio Manager-Equities | 15 |
| Analyst-Equity | 11 |
| Portfolio Manager-Fixed Income | 10 |
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